All Posts

dougpdx

I recently filed successfully through the web version and just got my federal return, but it was less the amount of the Residential Energy Tax Credit I was owed. I looked at my return and on form 569...

I recently filed successfully through the web version and just got my federal return, but it was less the amount of the Residential Energy Tax Credit I was owed. I looked at my return and on form 5695 lines 17 a, b, and c are all checked "no" despite my not being asked those specific questions anywhere in the flow. If you select no for any of them you're not eligible. Had I been asked those questions they would have all gotten a strong "yes." When I filed it didn't go through initially b/c of an error and the error code referenced form 5695. I checked these forums and saw that there was issue that was to be fixed on 3/6. I waited until 3/6 and tried again and it went through. So I assumed everything was working. I called support yesterday and spent quite a bit of time trying to explain this only to be told that I should print out my return and mail it in as an amendment. TL;DR: form 5695 still seems to be broken; I paid for this service; I did what I'm supposed to do and now got less of a return; and the solution is to print it out and submit again?

MonikaK1

Yes, you can group the items as you have done. Note that in the heading of Section A, the form states that you can list "an item (or a group of similar items) for which you claimed a deduction of $5,...

Yes, you can group the items as you have done. Note that in the heading of Section A, the form states that you can list "an item (or a group of similar items) for which you claimed a deduction of $5,000 or less". It is not necessary to list each individual item on the form. You are expected to have maintained records to support the totals reported on Form 8283. The IRS rules have not changed. See the IRS Instructions for Form 8283 for more information. If you donated, for example, several bags of clothing on a particular date, you can list "clothing" on Form 8283 and one total for all of the items. If you donated an assortment of household items, you can list "household items" with one total. See also this TurboTax help article for information about the new fair market valuation (FMV) tool that helps you price your charitable donations if you’re itemizing your deductions.

AL2880

The issue is TTax says it can in it's prompts. & then it fails. Causing a complete re-entering of carryover data. Previous years transferred the pdf data. Further - no warning or advice to save as th...

The issue is TTax says it can in it's prompts. & then it fails. Causing a complete re-entering of carryover data. Previous years transferred the pdf data. Further - no warning or advice to save as the tax type file is givin within program processing. So having to change over to Win 11 has caused this ' glitch' & I'm disappointed...excuse the whining but this isn't acceptable. Future loyalty may be a challenge.

MelindaS1

Instructions using TurboTax Online: Navigate to the Illinois state return by selecting State Taxes from the left-hand side menu Select Edit next to Illinois Continue until you arrive...

Instructions using TurboTax Online: Navigate to the Illinois state return by selecting State Taxes from the left-hand side menu Select Edit next to Illinois Continue until you arrive at the screen Here's the income that Illinois handles differently. Under the heading Education, choose Start or Revisit next to College savings and prepaid tuition plan contributions Enter the information about your 529 plan contribution If you're using TurboTax Desktop, you can start by selecting State Taxes from the top menu bar in Step-by-Step mode, and then follow the rest of the steps above.

MinhT1

You should revisit the HSA section. This is how you enter your contribution to your HSA outside of payroll: In TurboTax Online, open your return Click on Search (magnifying glass icon...

You should revisit the HSA section. This is how you enter your contribution to your HSA outside of payroll: In TurboTax Online, open your return Click on Search (magnifying glass icon) at the top right of your screen In the Search box, enter HSA and click Enter In the search result box, click on Go to HSA TurboTax will take you directly to the HSA section On the next page titled Select the health-related accounts you had in 2025, check Health Savings Account (HSA) and click Continue On the next page titled 1099-SA Summary, click Continue You will then have a page titled Let's enter your HSA contributions with a box to enter your HSA contributions made outside of payroll (see screenshot).

AmyC

Follow these steps: You must get the 1099-G: Go to the NYS Department of Taxation and Finance website and look for the "Get Form 1099-G" link under the Individuals section. Once you have your...

Follow these steps: You must get the 1099-G: Go to the NYS Department of Taxation and Finance website and look for the "Get Form 1099-G" link under the Individuals section. Once you have your form, you can enter it and be sure to mark for 2023. As you continue, you will see the question: “Does either apply to your 2023 New York return?” select: NO - the NY inflation refund is not a normal tax refund, and choosing NO forces TurboTax to include it in federal income while subtracting it from New York tax. TurboTax will then ask: “Tell us the taxable amount of your refund” Enter your refund amount. The income is included on your federal but should not be taxed by either state. @shiftyginger14

Ramek2015

Thank you. I noticed on form 1040X Column B. Net change shows 0, however Columns A (Original amount) and C (Correct amount) both show the new corrected numbers. TurboTax also created a new 1040 with ...

Thank you. I noticed on form 1040X Column B. Net change shows 0, however Columns A (Original amount) and C (Correct amount) both show the new corrected numbers. TurboTax also created a new 1040 with the new numbers. Does this sound right? What forms are transmitted via TurboTax to the IRS? The new 1040 and 1040X and new State forms?

MinhT1

You are referring to a Qualified Charitable Contribution (QCD). While entering your form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax wil...

You are referring to a Qualified Charitable Contribution (QCD). While entering your form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax will ask you if any portion of your distribution was transferred to charity. Answer Yes to that question and you can then enter the amount transferred to charity. The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked. TurboTax will then reduce the taxable amount by the amount transferred to charity.

DianeW777

It's important to attach your information to a new thread or your own thread so that your question isn't missed. This happens to be a very old thread. Please use the link below to contact us regardi...

It's important to attach your information to a new thread or your own thread so that your question isn't missed. This happens to be a very old thread. Please use the link below to contact us regarding your questions. How do I contact TurboTax? Why can't I connect with my tax expert? @user17734580371

VolvoGirl

Did you make a QCD from your IRA? Are you over 70 1/2? If you are over 70 1/2 then after you enter the 1099R keep going. In my Desktop program one of the next screens will say…Do any of these...

Did you make a QCD from your IRA? Are you over 70 1/2? If you are over 70 1/2 then after you enter the 1099R keep going. In my Desktop program one of the next screens will say…Do any of these situations apply to you with a list. The 7th item is "I transferred all or part of this money directly to charity". Check that and the next screen will be either for RMD info or ask how much was transferred to Charity. Just keep going though all the screens. For a QCD, check 1040 line 4b. It should be 0 (unless you have other taxable 1099Rs) and the QCD box checked. The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked. You can’t do a QCD from a 401K. For QCD there is a new checkbox on the 1040 line 4. 4a is the amount of the IRA distribution. 4b is the taxable amount. 4c has 3 checkboxes. Checkbox 2 is for QCD

DoninGA

If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted....

If you requested to have the TurboTax account fees deducted from your federal tax refund, the IRS will send the refund to a third party processor to have the fees and the $40 service charge deducted. The third party processor will deduct the TurboTax fees plus the $40 service charge and then attempt to direct deposit the remaining refund balance into the account that you entered on your tax return. For the status of your tax refund you will need to contact the third party processor, Santa Barbara Tax Product Group, using their website - https://www.sbtpg.com/ Tax Products Group Contact Information - https://help.sbtpg.com/hc/en-us/articles/230084587-Contact-Information Call 1-877-908-7228 Or email - TPG-CSsupport@greendotcorp.com

PatriciaV

The issue with Form 8283 is under investigation with no estimated date for resolution. In the meantime, prepare a statement using a "Miscellaneous Statement" in TurboTax Business explaining that you ...

The issue with Form 8283 is under investigation with no estimated date for resolution. In the meantime, prepare a statement using a "Miscellaneous Statement" in TurboTax Business explaining that you have no charitable contributions to declare but the software required a form. Save the form as a PDF and attach it when prompted for the 8283. You can create this form using Forms Mode and search for the name (it is a blank form for you to fill out). Note that if you didn't request an extension of time to file by the March 16, 2026, deadline for 2025 Form 1065, you won't be able to file one after that date. We're still reviewing the Form 1041 diagnostic copy and will respond as soon as we're able.

tilliej

jmyoung82

I agree with you Phen. It seems to be a shortcoming in the TurboTax software. Accrued interest paid when you buy a bond in the secondary market should be offset against the amount of interest income ...

I agree with you Phen. It seems to be a shortcoming in the TurboTax software. Accrued interest paid when you buy a bond in the secondary market should be offset against the amount of interest income paid and reported to you when the bond first makes an interest payment to you. In this way you only report as income the amount of interest earned during the period that you owned it. This accrued interest paid should be tracked on a bond specific basis and adjusted in the year of that first interest payment to you. TurboTax's method of allocating the adjustment between taxable and tax-exempt interest seems to be an arbitrary method since they do not know which specific bonds or the timing of your payment and receipt of interest on those bonds.

DianeW777

Yes, please post exact details of your experience so that we can determine immediate steps to resolution or possible update request. @DonPayne

MonikaK1

Yes, you can group the items as you have done. Note that in the heading of Section A, the form states that you can list "an item (or a group of similar items) for which you claimed a deduction of $5,...

Yes, you can group the items as you have done. Note that in the heading of Section A, the form states that you can list "an item (or a group of similar items) for which you claimed a deduction of $5,000 or less". It is not necessary to list each individual item on the form. You are expected to have maintained records to support the totals reported on Form 8283. The IRS rules have not changed. See the IRS Instructions for Form 8283 for more information. If you donated, for example, several bags of clothing on a particular date, you can list "clothing" on Form 8283 and one total for all of the items. If you donated an assortment of household items, you can list "household items" with one total. See also this TurboTax help article for information about the new fair market valuation (FMV) tool that helps you price your charitable donations if you’re itemizing your deductions.

LindaS5247

You can request a refund. See this link How do I request a refund for my TurboTax product? You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support Please re...

You can request a refund. See this link How do I request a refund for my TurboTax product? You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support Please return to Community if you have any additional information or questions and we would be happy to help.

user17694464374

Same thing has happened to me and some other users and Turbo Tax does not have any answers. I am still trying to figure it out.

DianeW777

Please use the link below to contact us regarding your questions. How do I contact TurboTax? @noftsierb

NicolleR1

To clear the return entirely, you must provide you haven't paid or filed yet. Go to Tax Tools in the left menu. Choose Clear & Start Over option to remove all information and begin again...

To clear the return entirely, you must provide you haven't paid or filed yet. Go to Tax Tools in the left menu. Choose Clear & Start Over option to remove all information and begin again without the damaged entry. Refer to the link below for instructions on how to clear and start over. Choose whether you are using the Online or Desktop version. How do I clear and start over?

Expert does your taxes

Do it yourself

Resources

Support

All Posts

Form 5695 still broken? Lines 17 a, b,c

Re: Form 8283, Section A, Column g - Can Input "Various"?

Re: does anyone have issue transferring 2024 pdf to 2025 to get started? my pdf fropm dvr doesn't finish.

Re: Where do I enter my 529 contribution to my Illinois tax return?

Re: I need to edit my amount of HSA contribution. I cannot find a spot to make that change within...

Re: New York State Inflation Reduction check 2025

Re: Amend already filed Tax 2024

Re: where to charitable contribution sent from my ira distribution

Re: Tax expert not responding

Re: where to charitable contribution sent from my ira distribution

Re: No tax return

Re: 754 Election Depreciation for just one partner

where to charitable contribution sent from my ira distribution

Re: Accrued interest paid, tax-exept interest, & taxable interest

Re: How to report a bug

Re: Form 8283 Input/Output Issues Due to Discontinuation of It's Deductible

Re: Took my 1st payment but system says my payment has not gone through

Re: 2025 Tax Return Disappeared

Re: E-file limit

Re: How to delete and start a new return

Do you have a TurboTax Online account?

All Posts